Clear Point Advisors Inc. Portfolio Holdings
Clear Point Advisors Inc.
- $122 Billion
- Q1 2024
Clear Point Advisors Inc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 577 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $9.48B, Barclays Bank PLC with a value of $7.42B, Invesco Qqq Trust, Series 1 with a value of $4.29B, Schwab Strategic Tr Us Broad M with a value of $4.08B, and Innovator U.S. Equity Power Bu with a value of $3.52B.
Examining the 13F form we can see an increase of $8.42B in the current position value, from $113B to 122B. Also it can be appreciated an additional of 46 stocks purchases and 19 closed positions.
Clear Point Advisors Inc. is based out at Melville, NY
Below you can find more details about Clear Point Advisors Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 577
- Current Value $122 Billion
- Prior Value $113 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 46 stocks
- Additional Purchases 162 stocks
- Sold out of 19 stocks
- Reduced holdings in 66 stocks